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D365UG/CRMUG: Functional [clear filter]
Friday, September 13
 

10:00am PDT

D365UG/CRMUG: Dynamics 365 Customer Engagement Connected Field Services
Live demonstration of Dynamics 365 CE Field Services, from receiving and analyzing IOT device alerts, resource scheduling and routing, to receiving and completing a work order on the Field Service mobile app. Overview of Field Service functionality and configuration.


Friday September 13, 2019 10:00am - 11:00am PDT
205C

1:00pm PDT

D365UG/CRMUG: Social Selling with D365 and LinkedIn
Collaboration with our co-workers and engagement with our customers, prospects and business partners is rapidly changing. This is the “Digital Transformation of Business.” It’s about how our internal and external business ecosystems are adopting digital processes and technology tools to better communicate and streamline business processes. In this fast-paced workshop, we will cover how organizations are leveraging Microsoft Dynamics 365 to modernize their workplace, empower employees, engage customers and optimizing their business operations.

Speakers
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Friday September 13, 2019 1:00pm - 2:00pm PDT
205C

2:15pm PDT

D365UG/CRMUG: Overview of intelligent Customer Service with Dynamics 365 CE
In this session we will go through Dynamics 365 CE customer service new functional features and capabilities and will show how it can transform traditional customer service departments by enabling personalized self-service features. We will demonstrate how companies can empower agents to stay agile and earn loyalty from the customers by providing full omni-channel engagement which will translate into lower operational costs, faster resolution times, fewer escalations, and quicker onboarding, while improving more personalized and effective experiences.

Speakers
avatar for Ali Sharifi

Ali Sharifi

Sr. Solution Architect, Sierra Systems (an NTT DATA Company)
I've been working with Dynamics platform since its earlier days with CRM 4Currently I'm working for Sierra systems (NTTData) as a lead solution architect specialized on :-Microsoft Business Application Platform-Microsoft Dynamics 365 CE-Microsoft Power Platform-Microsoft Technology... Read More →


Friday September 13, 2019 2:15pm - 3:15pm PDT
205C

3:30pm PDT

D365UG/CRMUG: Are you ready for Marketing Automation?
Many companies have struggled through the first generation of marketing automation which was essentially email marketing tools. By now, everyone knows that the future of sales is digital. The days of cold calls and door-to-door selling are quickly becoming relics of the past. To succeed in today’s sales environment, you must have a digital presence and web strategy. The divide between sales and marketing needs to end and marketing automation tools give you what you need to break down silos and create true digital value for a business. During this session we will discuss the importance of the buyer journey, the new reality of lead management for a business, where leads leak, and how companies move past email marketing to true marketing automation. Whether you’re a partner assisting a customer, or a CRM customer trying to make marketing automation tools like D365 Marketing work in your business, this session will set the stage for how to move forward with marketing automation.

Speakers
avatar for Marie Wiese

Marie Wiese

Founder and CEO, Marketing CoPilot
Marie Wiese is a senior marketing executive and founder of Marketing CoPilot, an award winning digital marketing agency that has helped hundreds of companies turn their websites into lead generation and sales machines. She is a Growth Advisor at The Spark Center, host of the podcast... Read More →



Friday September 13, 2019 3:30pm - 4:30pm PDT
205C

3:30pm PDT

D365UG/CRMUG: Introducing the CDS Portal - and How Portals fit into the Power Platform
Dynamics Portals aren't just Dynamics anyone! This session with introduce Portals in the context of the Power Platform - and how it fits into the picture along with PowerApps, PowerBI and Flow

Speakers
avatar for Robert Bailey

Robert Bailey

Functional Team Lead, KPMG Adoxio
Hi, I'm Robert Bailey. I develop innovative solutions that fit the business needs of my clients, leveraging my expertise with Microsoft Dynamics and the Power Platform to deliver the maximum value possible to their workforce and customers. I’m an experienced consultant skilled in... Read More →



Friday September 13, 2019 3:30pm - 4:30pm PDT
200A